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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

700 hedge funds and large institutions have $9.7B invested in Schwab US Large- Cap ETF in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 282 increasing their positions, 283 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-28
Holders Change %
-3.85%
% of All Funds
15.46%
Holding in Top 10
145
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.45%
% of All Funds
3.2%
New
61
Increased
282
Reduced
283
Closed
77
Calls
$827K
Puts
$404K
Net Calls
+$423K
Net Calls Change
+$59.3M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$863M
2
SEI Investments
SEI Investments
Pennsylvania
$1.15B
3
Creative Planning
Creative Planning
Kansas
$212M
4
WANY
Wealthspire Advisors (New York)
New York
$38.9M
5
BWA
BlueSky Wealth Advisors
North Carolina
$55.8M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M
2
CSIA
Charles Schwab Investment Advisory
California
$2.64B
3
AA
Apriem Advisors
California
$40M
4
SWA
SFMG Wealth Advisors
Texas
$6.2M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
476
MidWestOne Financial Group
Iowa
$435K -$275K -26,886 -39%
SMC
477
Smith, Moore & Co
Missouri
$434K – – –
BSAM
478
Blue Square Asset Management
New York
$433K -$108K -10,572 -20%
PPP
479
Private Portfolio Partners
New Jersey
$429K – – –
Brown Advisory
480
Brown Advisory
Maryland
$428K -$3.86K -378 -0.9%
VCM
481
Vision Capital Management
Oregon
$428K +$428K +41,964 New
RCC
482
Red Cedar Capital
Nebraska
$420K +$2.39K +234 +0.6%
GGI
483
Godsey & Gibb Inc
Virginia
$416K -$44.9K -4,398 -10%
WFA
484
Wade Financial Advisory
California
$416K – – –
WCG
485
Wall Capital Group
Arizona
$413K +$413K +40,470 New
TYCC
486
Texas Yale Capital Corp
Florida
$410K +$211K +20,706 +106%
BPB
487
Badgley, Phelps & Bell
Washington
$409K +$86.6K +8,478 +27%
BAC
488
Boys Arnold & Co
North Carolina
$407K +$41.3K +4,050 +11%
OFS
489
Oldfather Financial Services
Nebraska
$404K +$30K +2,634 +8%
FCM
490
Firestone Capital Management
Florida
$402K -$86.3K -8,454 -18%
IAA
491
Independent Advisor Alliance
North Carolina
$400K -$437K -42,834 -52%
VCM
492
Versant Capital Management
Arizona
$400K -$199K -19,572 -33%
EHPM
493
Emery Howard Portfolio Management
California
$399K -$3.99K -390 -1%
CCG
494
Cypress Capital Group
Florida
$398K -$694K -68,022 -64%
RIA
495
Realta Investment Advisors
Delaware
$394K +$27.3K +2,676 +7%
WI
496
Wedgewood Investors
Pennsylvania
$393K – – –
CCM
497
Colorado Capital Management
Colorado
$392K -$47K -4,608 -11%
SC
498
Schoolcraft Capital
Colorado
$391K +$51K +4,992 +15%
FANJ
499
Financial Architects (New Jersey)
New Jersey
$389K +$2.45K +240 +0.6%
AFA
500
American Financial Advisors
Georgia
$388K -$1.57K -138 -0.4%
18 19
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